Home › Asset managers › Compare 2025-2026 › Fidelity vs Charles Schwab
Fidelity 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,372 | 19,538 | 672 | 1,162 | 96.7% | 95.2% |
| Board proposals | 19,083 | 17,514 | 572 | 997 | 96.8% | 95.4% |
| E&S shareholder proposals | 170 | 120 | 4 | 46 | 96.8% | 91.3% |
| Other items | 2,119 | 1,904 | 96 | 119 | 95.2% | 93.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
119 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | Split 49 FOR, 22 AGAINST |
AGAINST 15 funds |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof. Director Elections |
Other | For | Split 39 FOR, 14 AGAINST |
AGAINST 13 funds |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 24 FOR, 1 AGAINST |
FOR 10 funds |
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 15 FOR, 1 AGAINST |
FOR 4 funds |
| TOPBUILD CORP. | June 29, 2026 | Approval of the adjournment of the TopBuild stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement at the time of the TopBuild stockholder meeting. Corporate Governance |
Other | For | Split 19 FOR, 19 AGAINST |
FOR 13 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 32 AGAINST |
AGAINST 11 funds |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | Split 17 FOR, 1 AGAINST |
FOR 13 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to reflect Dutch large company regime. Corporate Governance |
Other | For | Split 7 FOR, 10 AGAINST |
FOR 3 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 53 FOR, 1 AGAINST |
FOR 13 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | Split 20 FOR, 16 AGAINST |
FOR 13 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 26 FOR, 1 AGAINST |
FOR 14 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | Split 1 FOR, 13 AGAINST |
AGAINST 4 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | Split 22 FOR, 17 AGAINST |
AGAINST 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve any motion to adjourn the AGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the AGM to approve the resolutions proposed at the AGM. Corporate Governance |
Other | For | Split 2 FOR, 37 AGAINST |
AGAINST 8 funds |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | Split 25 FOR, 1 AGAINST |
AGAINST 14 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | Split 84 FOR, 1 AGAINST |
AGAINST 12 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | Split 83 AGAINST, 2 ABSTAIN |
AGAINST 12 funds |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 17 FOR, 13 AGAINST |
FOR 13 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.